Financial Gravity Asset Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Financial Gravity Asset Management’s Portfolio BSCM Stock Details BSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-619	Closed	-$13.1K	–	1081
2020 Q1	$13.1K	Buy	619 +13	+2%	+$277	0.04%	173
2019 Q4	$22K	Sell	606 -13	-2%	-$279	0.02%	987
2019 Q3	$13K	Sell	619 -1,426	-70%	-$30.6K	0.01%	562
2019 Q2	$44K	Sell	2,045 -3,435	-63%	-$72.7K	0.04%	345
2019 Q1	$115K	Buy	+5,480	New	+$114K	0.09%	189
2018 Q3	$13K	Sell	635 -327	-34%	-$6.76K	0.01%	541
2018 Q2	$20K	Buy	962 +341	+55%	+$7.04K	0.02%	476
2018 Q1	$13K	Buy	+621	New	+$13K	0.01%	559

Other funds holding BSCM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Financial Gravity Asset Management's BSCM Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2020, closing a stake of 619 shares — an estimated $13.1K sold.

Financial Gravity Asset Management first reported a position in BSCM in Q1 2018 and held it in 8 quarters. The position peaked at $115K in Q1 2019. 257 funds tracked by Wall St. Rank hold BSCM as of Q2 2020.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 619 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2020, an estimated $13.1K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $115K in Q1 2019.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.